Welcome – Client Onboarding Pack (Word, Excel & PDF)

Welcome – Client Onboarding Pack

Welcome gives every new client a calm, professional start. Send one pack after the contract is signed and answer the questions clients always ask before they ask them: who to contact, how feedback works, what you need from them and when.

✨ Highlights

• Welcome guide with your process, team, communication rules, office hours, payments and FAQ
• Onboarding questionnaire for contacts, access, brand assets and customers (with a safe note about sharing passwords)
• Content checklist with owner and due date for every page
• Excel project timeline: change the start date and each task's length, and the Gantt bars update themselves
• Client and agency tasks shown in different colours

📄 4 documents

• Welcome Guide (6 pages)
• Onboarding Questionnaire (2 pages)
• Website Content Checklist (1 page)
• Project Timeline (Excel, 1 page)

✏️ Easy to edit

• Every placeholder is in [square brackets], so nothing gets missed
• Built with real styles: change the font or colour once and the whole document follows
• Opens in Microsoft Office 2013 or later, Office for Mac, Google Docs, Sheets and Slides, Apple Pages, Numbers and Keynote, and LibreOffice
• Ready-made PDF versions included for quick previews

📦 What you get

• 3 Microsoft Word files (.docx) and 1 Excel workbook (.xlsx)
• 4 PDF examples
• Read-me with editing tips

Copyright © 2026 DesignVersa. Licensed for use in your own business and client work. Resale or redistribution of the template files is not permitted.